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Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
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NetSuite Admin Tip: Chart of Accounts | Guide in Merging Accounts
1. Accounts should both be Active
Merge 001 ABC Bank - Checking (Active) to 002 ABC Bank - Savings (Inactive).
As you can see, on the Merge Accounts page, the inactive account is not on the Merge Into dropdown list.
If you view the Account Record for the inactive account record, you also will not be able to see the Merge button under Actions.
2. An account with sub-account/s can be merged with another. However, if it is a bank/credit account make sure you take note of the warning message before proceeding
Merge 003 ABC Bank – Operating to 004 Brex Bank - Operating